Private Wealth Associate

Russell Tobin & Associates are currently looking for an experienced member within private wealth management and portfolio analysis to join up with our client, a ultra-high net worth multi-family (UHNW) office out of New York City.

This person will be a key member of the firm's Financial Advisory team, responsible for the portfolio analysis, construction, and management of UHNW worth portfolios. You'd be tasked with developing a deep understanding of how your client's portfolios are constructed, being exposed to a range of diverse public/private asset classes and investment products.

From monitoring client investment performance, preparing asset allocation analyses, you sit within the firm's Investment Management team which strives to deliver top-notch investment portfolios.

• Prepare client balance sheets and support asset allocation and portfolio analysis
• Monitor investment performance and produce accurate quarterly client reporting
• Conduct ad hoc analyses supporting financial, estate, and planning needs
• Assist with trust & estate planning and charitable giving analyses
• Coordinate client tax data and documentation
• Be involved in the direct investment process for clients, with increasing responsibility over time

• 6+ years of experience in financial services, private wealth, or investment advisory
• Strong skillset in investment management, portfolio analysis, with expert investment acumen
• Bachelor’s degree with a strong academic foundation.

• Competitive health and retirement benefits, including employer match.
• Wellness, technology, and commuter stipends.
• Support for professional development and certifications.

Hybrid work model with regular in-office presence.